Install the Legacy App via the Command Line

Install and launch the legacy Python/Tkinter Portfolio Manager using the shell launch script or a manual virtual-environment setup. This method is suited for compatibility testing, Linux systems, and historical workflows that still use the Tkinter interface.

• macOS or Linux
• Python 3.11 or later with Tkinter support
• Git
• An internet connection for the initial clone

Important: These steps install the legacy Python/Tkinter app. The current desktop app is the Tauri/React/FastAPI application; install it with the macOS app instructions or build it with the developer build guide. See Which Version This Guide Describes.

1. Clone the repository:

   git clone <repository-url> portfolio-manager
   cd portfolio-manager
   

2. Choose one of the following launch methods:

   • Shell script (recommended): Run the launch script directly. It creates the virtual environment on the first run and installs all dependencies.

     bash launch.sh
     

   • Manual virtual environment: Create and activate a virtual environment, then install the package and run the application.

     python3 -m venv .venv
     source .venv/bin/activate
     pip install -e .[dev]
     python -m portfolio_manager
     

   The legacy app opens and initializes the database and configuration file at ~/.portfolio_manager/ on first launch.

To update, run git pull origin main in the repository directory. The launch script automatically installs any new dependencies on the next run.

To run the test suite:

source .venv/bin/activate
pytest